AI is hitting a new limit. The real bottleneck is not compute. It is electricity. This breakdown shows why Big Tech is entering the energy markets and how power has become the new moat in the AI race.
Great article. That's quite an uptick for Northern Virginia. You would hope to see these big companies subsidizing power for their neighbors, not just sticking them with a higher bill due to the increased demand in the area.
Thanks for reading! Northern Virginia is the canary here and policy has to shift if we want to scale AI without spiking everyone’s power bills. Local grids could win IF hyperscalers fund upgrades, AI load moves to where capacity exists, and big tech brings its own clean or nuclear power.
Great article. That's quite an uptick for Northern Virginia. You would hope to see these big companies subsidizing power for their neighbors, not just sticking them with a higher bill due to the increased demand in the area.
Thanks for reading! Northern Virginia is the canary here and policy has to shift if we want to scale AI without spiking everyone’s power bills. Local grids could win IF hyperscalers fund upgrades, AI load moves to where capacity exists, and big tech brings its own clean or nuclear power.